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Vanguard Morningstar Total Stock Market ETF

1,865 hedge funds and large institutions have $76B invested in Vanguard Morningstar Total Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 850 increasing their positions, 614 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

859% more call options, than puts

Call options by funds: $3.07B | Put options by funds: $320M

128% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 57

38% more repeat investments, than reductions

Existing positions increased: 850 | Existing positions reduced: 614

13% more capital invested

Capital invested by funds: $67.4B → $76B (+$8.56B)

2% more funds holding

Funds holding: 1,8201,865 (+45)

1% more funds holding in top 10

Funds holding in top 10: 399401 (+2)

0.18% more ownership

Funds ownership: 30.3%30.48% (+0.18%)

Holders
1,865
Holders Change
+45
Holders Change %
+2.47%
% of All Funds
32.46%
Holding in Top 10
401
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.5%
% of All Funds
6.98%
New
130
Increased
850
Reduced
614
Closed
57
Calls
$3.07B
Puts
$320M
Net Calls
+$2.75B
Net Calls Change
-$161M
Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
976
LBJ Family Wealth Advisors
Texas
$1.81M +$5.43K +25 +0.3%
REMPR
977
Roof Eidam Maycock Peralta (REMP)
California
$1.81M
CWM
978
CCG Wealth Management
California
$1.8M
MCM
979
Maryland Capital Management
Maryland
$1.8M +$69.4K +320 +4%
IF
980
Ironwood Financial
Arizona
$1.8M +$524K +2,413 +43%
CAWM
981
Capital Advisors Wealth Management
Washington
$1.79M +$555K +2,557 +47%
BW
982
Bison Wealth
Georgia
$1.79M
OAM
983
Optimal Asset Management
California
$1.79M
NB
984
Nicolet Bankshares
Wisconsin
$1.78M -$22.1K -102 -1%
LWP
985
Laurel Wealth Planning
Minnesota
$1.78M -$732K -3,375 -30%
WWP
986
Waypoint Wealth Partners
California
$1.77M +$217 +1 +0%
CCM
987
Covington Capital Management
California
$1.76M -$312K -1,438 -15%
CCP
988
Corient Capital Partners
California
$1.76M +$66.2K +305 +4%
PA
989
Perennial Advisors
New York
$1.75M -$35.8K -165 -2%
PP
990
Pacifica Partners
Canada
$1.75M +$87K +401 +5%
APC
991
Asset Planning Corporation
Tennessee
$1.75M +$3.04K +14 +0.2%
HWM
992
Howard Wealth Management
Connecticut
$1.75M +$18.7K +86 +1%
MFW
993
Mosaic Family Wealth
Missouri
$1.74M -$53.8K -248 -3%
STA
994
Summit Trail Advisors
New York
$1.73M +$439K +2,021 +35%
AFAS
995
Acorn Financial Advisory Services
Virginia
$1.73M +$1.08M +4,957 +177%
MCM
996
Manchester Capital Management
Vermont
$1.73M +$28K +129 +2%
HIM
997
Hanlon Investment Management
New Jersey
$1.72M +$124K +573 +8%
HIP
998
Harrell Investment Partners
Texas
$1.72M +$623K +2,872 +59%
FCFC
999
First Citizens Financial Corp
Iowa
$1.71M +$44.7K +206 +3%
MA
1000
MUFG Americas
New York
$1.71M -$95.9K -442 -5%

VTI Hedge Fund Activity: Q2 2021 in Review

1,865 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q2 2021, worth a combined $76B — up 13% from $67.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new VTI positions and 57 closed out — a net gain of 73 holders — while 850 added to existing stakes and 614 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $536M. The largest seller was Financial Perspectives, cutting an estimated $104M.

  • 1,865 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q2 2021, up from 1,820 in Q1 2021.
  • Funds reported $76B of Vanguard Morningstar Total Stock Market ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 130 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q2 2021 and 57 closed out, a net change of +73 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $536M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q2 2021 was Financial Perspectives, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2021.